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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,836 | $85,766+284.6% | $136,298+142.0% | $70,126+370.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.32% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $4,164 | $2,966+40.4% | $4,696-11.3% | $2,343+77.7% |
| Participant deferral / active EE | $10,460 | $5,051+107.1% | $6,247+67.4% | $3,332+213.9% |
| Admin fee / account holder | $1,134 | $5,421-79.1% | $9,244-87.7% | $4,645-75.6% |